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Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details: https://www.eurodollar.university What's behind the renewed banking woes? Sure, we know it almost certainly has to do with commercial real estate, but we need to get a sense of how much trouble that might lead to. Digging into what information we have available, let's put some hard numbers on the CRE bubble while we go over the latest developments among the US regionals. Eurodollar University's Money & Macro Analysis Financial Accounts of the United States (Z1) https://www.federalreserve.gov/releases/z1/ Greenstreet Commercial Property Price Index https://www.greenstreet.com/insights/CPPI Brookline Bancorp Q4 2023 results https://www.globenewswire.com/news-release/2024/01/24/2816078/0/en/Brookline-Bancorp-Announces-Fourth-Quarter-Results.html BankUnited Inc Q4 2023 results https://ir.bankunited.com/news-releases/news-release-details/bankunited-inc-reports-2023-results Twitter: https://twitter.com/JeffSnider_EDU |